Event Manager

Event Manager is a Customer Relationship Management tool that allows you to filter certain information in the database to find Customers that fit specific criteria and then contact them directly using email notification without ever leaving your desk.

Event Manager can help check for those customers that have Agreements or Equipment Warranties due to expire, determine who should receive a recall notice for a Major Model Fault, send out promotional literature to Customers in a particular Industry or Market class, notify Customers about a pending Fault that may have been reported, send Newsletters or Birthday greetings, and more.

Synchronize Outlook

The Synchronize Outlook program provides integration with Microsoft Outlook. Email messages, tasks and calendar appointments can be created in Microsoft Outlook with data sourced primarily from Service Manager time entries. This is an ideal way of informing your engineers of the Jobs that they have been assigned for the day or upcoming week, for example.